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Products and Services

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

For Businesses

  • Group benefits to help you recruit and retain employees
  • Various types of insurance to help you protect your business
  • Banking solutions tailored to fit your needs
Click here for Businesses

For Individuals

  • Insurance products to help you manage risk and unexpected costs
  • Investment products to help you plan for retirement and reach your financial goals
  • Mortgage products to help you make home ownership a piece of your plan
  • Banking solutions tailored to your needs
Click here for Individuals

Arrange to meet* with us today to discuss your financial security plan and how these products and services could help you meet your needs and goals.

Products and Services

  • For Businesses
  • For Individuals

Locations

British Columbia

410-1620 Dickson Ave
Kelowna, BC
V1Y 9Y2 Canada

 

 

Contact Info

  • 306-993-1828  

  •  steven@bakourisfinancial.com
  •  Send A Message
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The information on this website is intended for residents of Saskatchewan, British Columbia, and Alberta only. 

Click here to view legal, copyright and trademark information

Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

Insurance products, including segregated fund policies, are offered through Bakouris Financial Group Inc., and Investment Representative Steven Bakouris offers mutual funds, referral arrangements and GICs through Quadrus Investment Services Ltd.
 
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
 
 

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